Issuing licences (1:52 video)
Only team admins can issue licences, and your team needs an active programme code. Without one, the button reads No licences available. Caplia sets up programme codes: to get one, email support@caplia.ai.
Issue a licence to one founder
1
Open the Passport
Open the company from your pipeline and click Issue licence in the Passport’s top bar. Your organisation may use its own wording for this button.
2
Check the programme
The Issue a Caplia licence dialog shows the programme the licence comes from, how many of its licences are left, and a preview of the email the founder will get (Preview the email). If the company isn’t in the programme’s pipeline yet, it is added.
3
Send it
If the founder has a Caplia account, the dialog names them: issue the licence and they are emailed that their 6 months are active. If nobody has claimed the Passport yet, check the founder’s email (it is filled in from your contacts when you have one) and click Send licence invite. They get a link to claim the Passport, with no code to enter.
Issue licences in bulk
1
Select the companies
Tick the companies in any list.
2
Choose the programme
In the bar that appears, choose Issue licence, then the programme, which shows its seats left. Confirm.
3
Invite the rest
Founders with a Caplia account get their 6 months straight away. Companies without a founder account are skipped, and Invite founders to claim their licence opens for them: add a founder email for each company, or paste a list under Paste emails (one per line, “company name, email” to match a company) and click Apply to rows. Then send the claim links.
Track licences in Founder access
Team admins open Founder access from Venture Tools in the top bar (Founder Access). On a phone, it is on the You tab. The page has five tabs:Invite a new cohort with your code
For founders who aren’t on Caplia yet:1
Open the code
On Invitation codes, click Invite founders next to the code.
2
Add the founders
Enter their emails, one per line (optionally “email, name”), or click Upload CSV for a file in the same shape. Anyone already invited is skipped.
3
Approve them as they join
Each founder gets an email with a sign-up link, step-by-step instructions and the code. When they enter it, their request appears under Connection requests. Approval is required before they join your cohort, and approving a request gives the founder their licence.